+744.0%
FISV vs MKSI
+2,222.5%
-1,478.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +5.0% |
| 7D | -2.7% | +2.7% | -5.4% | -3.3% |
| 30D | 0.0% | -12.8% | +12.8% | +2.7% |
| 3M | -2.8% | -22.5% | +19.7% | -0.1% |
| 6M | -11.8% | +19.4% | -31.2% | -18.7% |
| YTD | -23.2% | +67.7% | -90.9% | -35.1% |
| 1Y | -62.0% | +131.4% | -193.4% | -70.6% |
| 3Y | -57.6% | +197.3% | -254.9% | -71.1% |
| 5Y | -53.4% | +87.0% | -140.4% | -65.8% |
| 10Y | +2.9% | +522.1% | -519.2% | -46.9% |
| All | +744.0% | +2,222.5% | -1,478.5% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling